UniSuper retirement seminars

Start Date

Wednesday, 9 July 2014, 12:00 pm

End Date

Wednesday, 9 July 2014, 02:00 pm

Description

Retirement Planning

Wednesday 9 July 2014, 12pm

What are the key issues to
consider when retiring?

This seminar provides members
with the key issues to consider when entering retirement. Whether planning for
an immediate retirement or just seeking to gain a better understanding of the
central issues, this comprehensive seminar includes information on:

Accessing superannuation
benefits

Retirement income streams

Centrelink benefits overview

Estate planning considerations

Transition to Retirement

Transition to Retirement

Wednesday 9 July 2014, 1pm

Do you wish reduce your hours as
you move closer to retirement?

The 'transition to retirement'
(TTR) option is a government initiative which recognises that members may want
to decrease their working hours over time towards the end of their career. It
allows members to access their super benefits as an income stream prior to
retirement. Some members use it as an opportunity to boost their super benefits
overall or just ease into retirement. This session is suitable for members who
are approaching, or are over age 55 and would like an overview of:

the potential benefits of a TTR
strategy

converting super to an income
stream

taxation implications

incorporating salary sacrifice
to boost super benefits, and

aspects to consider when
determining if this strategy is appropriate for you